The Fields to Display control in the Report Toolbar is the starting point for working with views and saved views and is available in Grid, Card, and Kanban view types. Calendar, Timeline, Map, and Chart views automatically display set fields.
Plan Availability | All plan types |
Permissions | Solution Creators: Manage and modify fields |
Related Reading |
How to Display/Hide Fields
In the Saved View toolbar:
Access Display Settings
Select Fields to Display.
Select fields to add to the view and X which fields you want to remove
Grid View
How to Configure fields to Display
Open Grid View
Access Display Settings
Select Fields to Display.
Choose & Reorder Fields
Check the fields to include or exclude.
Drag & drop to reorder columns.
Save Changes
Click Save to apply settings.
Card & Kanban Views
How to Configure Fields to Display:
Open Card or Kanban View
Access Display Settings
Select Fields to Display.
Choose Fields & Cover Image
Check fields to display.
Select an image field for the cover.
Reorder Fields
Drag & drop to rearrange field order.
Save Changes
Click Save to apply settings.
Practical Scenarios and Use Cases
1. Project Management in a Marketing Campaign
Scenario: The marketing team needs to track campaign performance across several fields, such as budget, target audience, and status.
Solution: Use Grid View to display and reorder these fields for efficient analysis and updates.
2. Product Kanban
Scenario: A team managing a product launch wants to focus on priority tasks and display only the most relevant fields on their Kanban cards.
Solution: Customize the Fields to Display to include task owners, due dates, and priority levels. Add a cover image for visual clarity.
3. Event Planning
Scenario: An event planning team wants to monitor key data points like location, attendee count, and logistics in a centralized view.
Solution: Use Grid View to display and arrange these fields in a logical sequence, ensuring smooth planning and execution.